BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$958M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$53.4M
2
+$24.9M
3
+$19.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$18.4M
5
AMZN icon
Amazon
AMZN
+$17.5M

Top Sells

1
+$10.2M
2
+$6.97M
3
+$5.77M
4
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$5.41M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.91M

Sector Composition

1 Technology 16.77%
2 Consumer Discretionary 7.42%
3 Healthcare 7.03%
4 Financials 5.86%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$343K 0.01%
+1,744
927
$343K 0.01%
+3,310
928
$343K 0.01%
5,757
-1
929
$342K 0.01%
+6,680
930
$342K 0.01%
1,612
+493
931
$342K 0.01%
7,085
-722
932
$341K 0.01%
3,159
-74
933
$340K 0.01%
5,341
+1,456
934
$340K 0.01%
1,066
-968
935
$340K 0.01%
+14,923
936
$336K 0.01%
1,648
+290
937
$336K 0.01%
+2,617
938
$336K 0.01%
+6,825
939
$335K 0.01%
+17,000
940
$335K 0.01%
3,797
+112
941
$335K 0.01%
10,627
-194
942
$334K 0.01%
4,021
+464
943
$334K 0.01%
1,252
+264
944
$333K 0.01%
2,192
+74
945
$333K 0.01%
+5,133
946
$333K 0.01%
5,079
+1,501
947
$329K 0.01%
10,870
+944
948
$329K 0.01%
+12,840
949
$328K 0.01%
6,151
-4,976
950
$327K 0.01%
+10,531
36 37
38
39 40